Morgan Stanley ETF Trust (EVTR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of EVTR (all 13F filers)
- Morgan Stanley39.2 MBank or trading desk+6.4 M
- Ameriprise Financial6.2 MWealth adviser+316 K
- Wells Fargo4.3 MBank or trading desk+113 K
- Bank of America3.8 MBank or trading desk+228 K
- LPL Financial3.8 MWealth adviser+322 K
- FMR3.0 MInvestment firm−979 K
- Raymond James Financial2.5 MWealth adviser+275 K
- Prodigy Asset Management2.3 MType not verified−14 K
- Osaic Holdings2.2 MWealth adviser+153 K
- Envestnet Asset Management2.1 MWealth adviser+540 K
- Shares
- 39.2 M
- Change
- +6.4 M
See more
- Type
- Bank or trading desk
- Value
- $2.0 bn
- Shares
- 6.2 M
- Change
- +316 K
See more
- Type
- Wealth adviser
- Value
- $315M
- Shares
- 4.3 M
- Change
- +113 K
See more
- Type
- Bank or trading desk
- Value
- $216M
- Shares
- 3.8 M
- Change
- +228 K
See more
- Type
- Bank or trading desk
- Value
- $192M
- Shares
- 3.8 M
- Change
- +322 K
See more
- Type
- Wealth adviser
- Value
- $191M
- Shares
- 3.0 M
- Change
- −979 K
See more
- Type
- Investment firm
- Value
- $154M
- Shares
- 2.5 M
- Change
- +275 K
See more
- Type
- Wealth adviser
- Value
- $128M
- Prodigy Asset Management
- Shares
- 2.3 M
- Change
- −14 K
See more
- Type
- Type not verified
- Value
- $115M
- Shares
- 2.2 M
- Change
- +153 K
See more
- Type
- Wealth adviser
- Value
- $112M
- Shares
- 2.1 M
- Change
- +540 K
See more
- Type
- Wealth adviser
- Value
- $108M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗